Financial Partners Group (Kansas)’s Digital Realty Trust DLR Stock Holding History

Financial Partners Group (Kansas)’s Portfolio DLR Stock Details DLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,621	Closed	-$210K	–	146
2022 Q2	$210K	Buy	1,621 +14	+0.9%	+$1.93K	0.05%	137
2022 Q1	$228K	Buy	1,607 +12	+0.8%	+$1.73K	0.05%	147
2021 Q4	$238K	Buy	1,595 +152	+11%	+$24.3K	0.05%	148
2021 Q3	$208K	Buy	1,443 +11	+0.8%	+$1.73K	0.05%	152
2021 Q2	$215K	Sell	1,432 -191	-12%	-$28.9K	0.06%	141
2021 Q1	$229K	Sell	1,623 -347	-18%	-$48K	0.07%	130
2020 Q4	$278K	Sell	1,970 -187	-9%	-$26.7K	0.08%	106
2020 Q3	$317K	Buy	+2,157	New	+$323K	0.11%	85

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Partners Group (Kansas)'s DLR Position: Q3 2022 in Review

Financial Partners Group (Kansas) sold out of Digital Realty Trust (DLR) in Q3 2022, closing a stake of 1,621 shares — an estimated $210K sold.

Financial Partners Group (Kansas) first reported a position in DLR in Q3 2020 and held it in 8 quarters. The position peaked at $317K in Q3 2020. 942 funds tracked by Wall St. Rank hold DLR as of Q3 2022.

Financial Partners Group (Kansas) reported no remaining Digital Realty Trust position as of Q3 2022 after selling out during the quarter.
Financial Partners Group (Kansas) sold 1,621 Digital Realty Trust shares in Q3 2022, an estimated $210K.
Financial Partners Group (Kansas) first reported a position in Digital Realty Trust in Q3 2020 and held it in 8 quarters.
Financial Partners Group (Kansas)'s Digital Realty Trust position peaked at $317K in Q3 2020.
942 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2022.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2022, filed 14 Nov 2022.